-41.7%
INTU vs VRSN
+30.0%
-71.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -3.4% | -0.8% | -1.8% |
| 7D | -7.5% | -2.1% | -5.4% | -6.1% |
| 30D | -1.9% | -3.9% | +2.0% | +0.7% |
| 3M | +4.9% | -0.1% | +5.0% | +4.6% |
| 6M | -33.2% | +16.4% | -49.6% | -41.2% |
| YTD | -51.4% | +17.2% | -68.6% | -57.5% |
| 1Y | -52.0% | +1.0% | -53.0% | -53.3% |
| 3Y | -40.7% | +39.1% | -79.8% | -57.6% |
| 5Y | -41.7% | +29.0% | -70.7% | -53.4% |
| All | -41.7% | +30.0% | -71.7% | -53.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VRSN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling